Paulson Wealth Management Inc. Invesco Bulletshares 2027 Muni Transaction History

Paulson Wealth Management Inc.

  • $364 Million
  • Q4 2024

A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 43,627 shares of BSMR stock, worth $1.03 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
43,627
Previous 41,068 6.23%
Holding current value
$1.03 Million
Previous $973,000 5.76%
% of portfolio
0.28%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.55 - $23.9 $60,264 - $61,160
2,559 Added 6.23%
43,627 $1.03 Million
Q3 2024

Nov 05, 2024
BUY
$23.41 - $23.78 $149,215 - $151,573
6,374 Added 18.37%
41,068 $973,000
Q2 2024

Jul 25, 2024
BUY
$23.32 - $23.62 $148,198 - $150,105
6,355 Added 22.42%
34,694 $814,000
Q1 2024

May 03, 2024
BUY
$23.62 - $23.88 $57,018 - $57,646
2,414 Added 9.31%
28,339 $670,000
Q4 2023

Feb 13, 2024
BUY
$22.68 - $23.9 $50,100 - $52,795
2,209 Added 9.31%
25,925 $619,000
Q3 2023

Nov 01, 2023
SELL
$22.87 - $23.69 $2,995 - $3,103
-131 Reduced 0.55%
23,716 $542,000
Q2 2023

Aug 01, 2023
BUY
$23.32 - $24.05 $39,037 - $40,259
1,674 Added 7.55%
23,847 $562,000
Q1 2023

May 09, 2023
BUY
$23.42 - $24.09 $188,624 - $194,020
8,054 Added 57.04%
22,173 $529,000
Q4 2022

Jan 26, 2023
BUY
$22.63 - $23.68 $319,512 - $334,337
14,119 New
14,119 $0

Others Institutions Holding BSMR

# of Institutions
112
Shares Held
5.87M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

BSMR Quotes by TradingView
  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
Track This Portfolio

Track Paulson Wealth Management Inc. Portfolio

Follow Paulson Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email